See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,114 | $72,277+12.2% | $101,248-19.9% | $79,858+1.6% |
| Participation rate | 95.2% | 68.5%+26.8pp | 75.8%+19.4pp | 69.6%+25.6pp |
| Annual return | 17.09% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,476 | $2,692-45.2% | $3,660-59.7% | $2,471-40.3% |
| Participant deferral / active EE | $4,526 | $3,282+37.9% | $4,370+3.6% | $3,740+21.0% |
| Admin fee / account holder | $2,038 | $4,400-53.7% | $5,945-65.7% | $5,306-61.6% |